Core Viewpoint - The market is experiencing accelerated rotation, and it is recommended to maintain a balanced allocation between technology and consumer sectors following a 25 basis point rate cut by the Federal Reserve, which has led to a rebound in global risk appetite and expectations of increased liquidity [1] Group 1: Market Conditions - The recent adjustments in the market have been accompanied by various positive developments, such as the reduction of risk factors for insurance capital and the emphasis on domestic demand, indicating supportive policies from the authorities [1] - The domestic economy appears to be in a recovery phase, with ongoing narratives surrounding artificial intelligence continuing to provide support for a positive market outlook [1] Group 2: Investment Recommendations - It is suggested to focus on representative broad-based indices, prioritizing the CSI A500 ETF (159338) and the SSE Composite Index ETF (510760), which may better withstand the anticipated high volatility in the market over the coming period [1]
上证综指ETF(510760)涨超0.6%,近10日净流入近1.6亿元,轮动加快,关注宽基价值
Mei Ri Jing Ji Xin Wen·2025-12-22 06:44